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Social Media

Can Meta’s Threads app reach 100MM DAU this quarter?

I built a simple model to project DAU for Meta's new Threads app. Like all models, it is a work…
July 6, 2023

Meta’s Twitter competitor: can this time be different?

Given its track record, can Meta launch and scale a new app to meaningful commercial traction? Operating services at scale…
July 5, 2023

Meta to launch direct-to-install ads for Android. Will they work?

The Verge reports that Meta will launch a direct-to-install app advertising product for Android under the auspices of the EU's…
June 30, 2023

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Recent podcasts

  1. Podcast: GenAI in CTV advertising (with Jonathan Moffie) January 6, 2026
  2. Podcast: Understanding the Shopify Product Network (with Amanda Engelman) December 30, 2025
  3. Podcast: Building an AI-first media company (with Peter Stuart) December 17, 2025
  4. Podcast: Does GenAI outperform humans with ad creative production? (with Anindya Ghose and Vilma Todri) December 9, 2025
  5. Podcast: Are chatbots driving eCommerce sales? (with Rishabh Jain) December 2, 2025

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